Patina Wealth LLC
CRD 283813SEC# 801-136943
No longer SEC-registered. Patina Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$129.2M
Employees
2
Accounts
356
Location
—
Patina Wealth LLC assets under management
Patina Wealth LLC is an investment advisory firm registered with the SEC. It reports $129.2 million in regulatory assets under management and employs 2 people.
Patina Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Carter Harris Control | Principal/Chief Compliance Officer/Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Patina Wealth LLC manage?
Patina Wealth LLC reports $129.2 million in regulatory assets under management on its Form ADV.
How many employees does Patina Wealth LLC have?
Patina Wealth LLC reports 2 employees.
Does Patina Wealth LLC disclose fund performance?
Patina Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$129.2Mregulatory AUM
Discretionary $119.1MNon-discretionary $10M